Cumberland Trust, a Nash-ville-based independent corporate trustee with nine offices serving clients in 48 states, has announced the appointment of a veteran employee to the firm’s executive management team: Jennifer “Jennie” Karrels Menzie, as Executive Vice President, Director of Strategic Planning & Assistant General Counsel.
Menzie joined Cumberland Trust in 2012 and serves as Executive Vice President, Director of Strate- gic Planning and Assistant General Counsel. In this role, she leads and manages the external and internal strategic initiatives for Cumberland Trust and oversees Cumberland’s long range planning goals, finding innovative solutions to create synergies throughout the organization and providing corporate focus on initiatives that support market growth and continued commitment to customer service. Additionally, as Assistant General Counsel, Menzie advises on legal fiduciary and corporate governance matters.
Prior to joining Cumberland Trust, Menzie served as Vice President at Thompson & Associates, working in the area of charitable estate planning. Her past experience includes Assistant General Counsel of WebMD Envoy, Senior Tax Consultant at Arthur Andersen and practicing attorney with the firm of Waller Lansden Dortch & Davis. She is a licensed attorney.
Menzie holds a B.S. in Business Administration from Auburn University. She received her J.D. from Vanderbilt School of Law and holds a Masters in Taxation (LL.M.) from the University of Florida School of Law. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning.
Cumberland Trust began in 2001 in Nashville as a firm specializing in trust and estate administration. Since it focused exclusively on being a corporate trustee, not a financial or legal advisor, it opened the door for partnerships with advisors across the country. .
Cumberland Trust is an independent trust firm experienced in guiding the wealth transfer process to protect families and their legacies. The firm provides comprehensive trust services, often through third party advisors seeking these focused services for their own clients. Cumberland Trust primarily acts as a fiduciary and trusted advisor to manage and protect not only money and property but people.
Sherrard Roe Voigt & Harbison
Attorney Eric G. Osborne has joined Sherrard Roe Voigt & Harbison as counsel. His experience ranging from trial work to Supreme Court advocacy will help further bolster the firm’s bolster the firm’s antitrust recovery practice and add to the depth of its general business litigation services.
Osborne was previously with Andrews Kurth LLP in Houston, Texas, where he served as a litigation associate. He has worked in appellate, commercial real estate, healthcare, oil & gas and religious institutions litigation. He has participated in eight cases before the United States Supreme Court as well as multiple cases before various state Supreme Courts. He served as judicial law clerk to the Honorable Julie Smith Gibbons, Sixth Circuit Court of Appeals in Memphis, TN. He has been recognized as a Texas Lawyer Rising Star for the past two years for his appellate work.
He earned his J.D. at Stanford Law School in 2010, where he served as chair of the graduate student council. He graduated from Princeton Theological Seminary with a Master of Divinity, and received his undergraduate degree from Amherst College. Osborne serves as a board member of the Presbyterian Foundation, a board member of the Medical Benevolence Foundation, and a board member of Cornerstone Family Ministries.
Originally from Memphis, with deep family roots in Tennessee, Osborne and his family live in Nashville.